EXPEDIA GROUP, INC.
In the published model solve dated 2026-Q2, anchored at $329.00, EXPEDIA GROUP, INC. (EXPE) is priced for +13.6% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• The growth is no longer in the consumer brands: business-to-business revenue rose 18% to 4.84 billion dollars in 2025 while the consumer segment managed 2%, and trivago's third-party revenue rose 33% [Source: Expedia Group 2025 annual report]. • Most of what sits on the balance sheet belongs to travellers. Deferred merchant bookings, money collected for trips not yet taken, reached 15.0 billion dollars at the end of March 2026 against 10.4 billion three months earlier, which is seasonality ra
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1,070 institutional managers reported holding EXPE in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 41%. 126 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 7.5M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
EXPE has cut its share count 18.3% over the past five years, spending $7.38B on repurchases. It pays a dividend, and has for 1 year running; the current rate is $1.60 a share annually. Cash returned over the past three years: $258.00M in dividends and $5.63B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at EXPE over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
EXPE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -12.6% | -2.6% |
| 2023-11-04 | +20.8% | +29.8% |
| 2024-02-10 | -15.1% | -0.5% |
| 2024-05-04 | -13.4% | +7.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EXPE's latest 8-K filings: 2026-08-05 (items 2.02, 7.01, 8.01, 9.01); 2026-06-23 (items 5.07); 2026-05-07 (items 2.02, 8.01, 9.01); 2026-04-23 (items 5.02, 7.01, 9.01); 2026-04-10 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.